Momentum Edge

Momentum Edge for Agents

What is Edge for Agents?

A Momentum Edge subscription increases your digital footprint and gets you noticed by high-intent insurance prospects

What are Claim-it Referrals?

Get inbound, appetite-matching referrals delivered to you in real-time

Momentum Edge Agent Subscriptions

Edge Professional

Get access to all Momentum Edge features—including Claim-it referrals

Edge Preferred

Get recommended to high-intent insurance buyers

Edge SEO

Rank higher and get noticed online

Inspiration

Blog

Top clicks and insider tricks for independent agents

Press

The latest news releases

Newsletter

Catch up on past issues of the newsletter

Marketplace

Agent Directory

Browse our the national directory of independent insurance agents

Insurance Company Directory

Browse our national directory of insurance carriers, MGAs and wholesalers

Live Referral Feed

See a real-time view of opportunities being delivered to independent agents right now!

Find an Insurance Market

Locate an insurance provider for your customers

Support

Help Desk

Get support for your Momentum Edge products

Agent Log In

Sign in to manage your profile and subscription

Advantage for agents

The Largest Digital Marketing Platform for Independent Agents

Boost your online presence and connect with exclusive high-intent leads referrals.

Insurance lead solutions for independent insurance agents

Why our referrals are better than leads

We deliver local, high-intent, appetite-matching prospects guaranteed to suit your preferred business appetite.

When a consumer requests to be contacted by an agency, we call that a referral. It is better than a lead because these prospects are:

  • Inbound
  • Real-Time
  • Organic
  • High-Intent
  • Appetite-Matching
  • Exclusive
a flower shop owner requesting a workers comp insurance quote
live insurance referral feed
Are the referrals really that that good?

We believe in the quality of our referrals so much that we created a live feed so you can see the types of referrals you can expect to receive, right now!

Here’s how it works:

First...

You customize your agency profile

Tell us about your agency and the business you want to write. Then, we feature you in our directory.

Meanwhile...

We bring in the prospects

Consumers looking for an agent are asked a few questions about their insurance needs.

Then...

Shoppers get recommended to you

Our recommendation engine matches your profile to the right shoppers and gets you connected.

There's an Advantage subscription to fit every agency size & need

An agent buying a Claim-it Commercial Lines referral
Too busy for prospecting? Then you need Claim-it.

Our patent pending system sends you the prospects you want, exactly when you want them. It’s like the Uber for insurance prospecting!

When the right insurance prospect is ready to buy, will they be able to find you?

Getting recommended is a huge deal, especially when it’s by a trusted source

As Featured In

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Hundreds of happy independent agents have shared their stories

(here’s just a few!)

Indiana Agency Success Story – Billy Lewis – Claim-it Series

Indiana Agency Success Story – Billy Lewis – Claim-it Series

Billy Lewis Voldico Insurance Osgood, Indiana “I would say [the ROI] is around 200%, roughly.” “Probably $25,000 was the [largest written] premium amount. We were in the bid for a big one. It was like $350,000 premium, but it fell through at the 11th hour. But then...

Texas Agency Success Story – Matt Hunter – Claim-it Series

Texas Agency Success Story – Matt Hunter – Claim-it Series

Matt Hunter Arch & Vessel Insurance Group Trophy Club, Texas “My workload has definitely like tripled already. I'm finding the different appetites that are coming in that I know that I've been really successful with. They come in, I want it, I just buy it.” “I would...

Georgia Agency Success Story – David Short – Claim-it Series

Georgia Agency Success Story – David Short – Claim-it Series

David Short Stewart Short Insurance Albany, Georgia “We had one [Claim-it Referral written that] was $75,000 at 12% revenue. So it ended up being well worth the lead purchase.” “The close ratio is very high. It's past a warm lead, it's almost a hot lead by the time we...

Washington Agency Success Story – Paul Pukis

Washington Agency Success Story – Paul Pukis

Paul Pukis Mosaic Insurance Alliance, LLC Lynwood, Washington “Our closing ratio is quite high with Trusted Choice... It's got to be close to around half.” “The quality of [Advantage] leads are probably the highest level of online stuff that we get.” “I would be...

Ohio Agency Success Story – Kira Mylek

Ohio Agency Success Story – Kira Mylek

Kira Mylek Insurance Solutions by Design Toledo, Ohio “We actually have had quite a few individuals reach out using the [Advantage Directory]…  It's been an organic way for our agency to have folks reaching out to us.” “We have written over $100,000 worth of premium...

See more success stories

Recommended Reading

6 Surprising Ways Momentum Edge Improve Your SEO

6 Surprising Ways Momentum Edge Improve Your SEO

When looking for new ways to reach a digital audience, agents and insurance companies don't need to look any further than their Momentum Edge agency profile. Here's why. Why SEO Matters More Than Ever Consumers are increasingly using digital tools to research...

read more
Insurance Companies That Are Lifting Up Independent Agents

Insurance Companies That Are Lifting Up Independent Agents

“A rising tide lifts all boats” is an aphorism that we often look to at Momentum Edge as we explore additional ways to support and strengthen the independent agent channel. A win for agents means a win for insurance companies and insurtechs, and vice-versa. And so we...

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Be Understood, Be Found and Get Recommended

Don’t miss out on being recognized as a top-tier agency in your area and getting connected to high-intent prospects.